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- Custodian
- Fifth Third Bank ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-26-2020
- Office Locations
- 4
Office Locations
About LSB Wealth Management
LSB Wealth Management is a Ankeny-based RIA with 4 offices. The firm has been operating for 5 years. Managing $228.8M in total assets under management, with 11 advisory representatives. They custody assets with Fifth Third Bank and LPL Financial.
Reported data analysis
What the numbers show
Between October 21, 2025 and April 20, 2026, reported AUM increased 32.2%, from $173.0M to $228.8M.
Across 5 reported observations, AUM increased 25.9% between December 9, 2022 and April 20, 2026, from $181.7M to $228.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 383 clients, or 34.8 clients per representative. That equates to $597.3K in reported AUM per client.
The profile lists 4 reported office locations and 5 years in operation. The source data was last updated on April 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full LSB Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Zachary Patrick Morrissey
President
- CRD
- #6911251
- Ownership
- Less than 5%
ANNETTE JEANBLANC UTTERBACK
Chief Compliance Officer
- CRD
- #2136808
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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HAILEY Jo BROTEN
Advisor
- CRD
- #6108351
Nicholas Haselhuhn
--
- CRD
- #7632331
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,767,526 | $399,245 |
| Non-Discretionary | $0 | -- |
| Total | $228,767,526 | $399,245 |
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Separately Managed Accounts
SMA allocation detail is available
LSB Wealth Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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